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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,112 | $54,717-70.6% | $86,216-81.3% | $71,511-77.5% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 17.26% | 20.07%-2.8pp | 1169.42%-1152.2pp | 28.86%-11.6pp |
| Employer contribution / active EE | $1,154 | $1,267-8.9% | $2,382-51.5% | $2,589-55.4% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |